Briaud Financial Planning, Inc VUG Holdings History
Briaud Financial Planning, Inc's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 812.00 shares of Vanguard Growth ETF(VUG), totaling $300,000.00. This investment constitutes 0.12% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2024Q2. And since then Briaud Financial Planning, Inc has made 2 purchases of VUG, at an average price of $394.44, for a total of 812.00 shares. Based on historical transaction data and VUG's current price of $442.50, Briaud Financial Planning, Inc's estimated gain on his VUG holdings is $39,021.02, reflecting a 12.18% gain to date.
Briaud Financial Planning, Inc VUG ($442.50) Holding Chart
Briaud Financial Planning, Inc VUG ($442.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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